by SJB US | Nov 4, 2025 | Financial Planning, Investments, SJB US, Wealth Management
A lot of people find us after feeling let down by previous advisers. The focus was on selling products, not creating a plan. The advice felt rushed. Short-term. Impersonal. I’ve seen this too many times. And I get why it’s frustrating. Especially when you’re living...
by SJB US | Sep 11, 2025 | Cross-Border Tax, Financial Planning, Investments, SJB US, Wealth Management
Living overseas brings exciting opportunities and unique financial considerations. Whether you are a UK expat in Portugal, the UAE, or elsewhere, smart investing as an expatriate means more than just choosing the right funds. It is about navigating tax laws, currency...
by SJB US | Aug 28, 2025 | Financial Planning, Guides, Investments, SJB US, UK
Moving overseas as a UK expat opens exciting new financial opportunities but also brings challenges, especially when investing a lump sum. Whether you have inherited money, saved a windfall, or are transferring assets internationally, knowing how to invest wisely can...
by SJB US | Aug 4, 2025 | Financial Planning, Investments, Jake Barber, Regulations
Investors are always on the lookout for ways to understand what’s happening in the market. One tool that’s been getting more attention lately? M2 money supply. It’s a key measure of how much money is floating around in the economy, and that can tell you a lot about...
by SJB US | Jul 31, 2025 | Advice, Financial Planning, Investments, Jake Barber, Regulations, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
by SJB US | Apr 30, 2025 | Advice, Investments, SJB US, Tax
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their foreign-held assets are treated under the new residence-based taxation...
